Cohen & Company

Cohen & Company

Tax, assurance, and advisory services provider

Overview

Cohen & Company provides tax, assurance (auditing), and advisory services to a wide range of industries, including digital assets, investment funds, real estate, manufacturing, technology, and life sciences. Clients engage for specific services, and the firm conducts analysis, planning, audits, and reporting, delivering actionable recommendations and ongoing support through teams with industry expertise. The firm differentiates itself through its long history (founded in 1977), deep cross‑industry knowledge, focus on culture and talent development, and a strong alumni network that extends its knowledge base. Its goal is to help clients navigate complex financial and regulatory environments, minimize risk, and improve financial performance for sustainable growth.

About Cohen & Company

Simplify's Rating
Why Cohen & Company is rated
C
Rated B on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

Consulting

Crypto & Web3

Financial Services

Company Size

501-1,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$8.1M

Headquarters

Cleveland, Ohio

Founded

1977

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Simplify's Take

What believers are saying

  • August 3 2026 revenue reached $69.5 million, up 22 percent year over year.
  • Q2 2026 capital markets drove $54.1 million from SPAC IPOs and de-SPACs.
  • August 2026 leadership promotions elevated 100 employees, signaling retention and internal mobility.

What critics are saying

  • Q2 2026 capital markets supplied 67 percent of revenue, creating severe concentration risk.
  • Management still targets SPAC dependence reduction, proving August 2026 earnings remain SPAC-exposed.
  • A collapsed SPAC cycle would crush underwriting fees and threaten Cohen & Company Capital Markets.

What makes Cohen & Company unique

  • July 2026 partner Brian Ganser deepens advisory around CFO, valuation, and transaction services.
  • May 2026 Andrew Palko expands asset-management assurance across registered funds and digital assets.
  • August 2026 firm ranks third for registered-fund audits and fifth for fund assets.

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Funding

Total Funding

$8.1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Medical, Dental, & Vision Insurance

Assistance with retirement/investment planning

401(k) match

HSA & FSA

Parental Leave

Life Insurance

Pet Insurance

Payment, guidance and support for credentials such as the CPA and others

Firm learning subscriptions

Community volunteer activities

Volunteer time off

Firm-sponsored activities

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
PR Newswire
Jul 17th, 2026
Cohen & Co appoints Brian Ganser as partner in charge of advisory practice

Cohen & Co has appointed Brian Ganser as partner in charge of advisory, effective 13 July 2026. Ganser will oversee strategy, growth and operational performance of the firm's Advisory Practice, including its Office of the CFO, Transaction Services and Valuation teams. With over 25 years of experience, Ganser has led and advised middle market organisations through growth and transformation. Throughout his career as entrepreneur, CEO and adviser, he has worked with founders, management teams and private equity investors on growth acceleration, strategic acquisitions and ownership transitions. The firm's Advisory Practice has expanded significantly through organic growth and recent mergers and acquisitions. Cohen & Co has acquired several firms since 2024, including Tax & Wealth Management, Tassi and Company, and Gioffre & Company. Ganser is based in the firm's Chicago office.

PR Newswire
May 5th, 2026
Cohen & Co hires Andrew Palko as partner for asset management assurance services

Cohen & Co has appointed Andrew Palko as partner in its Asset Management Group, based in Chicago. Palko brings nearly 25 years of experience working with asset management firms, banking institutions and private equity firms, specialising in financial accounting, audits and regulatory compliance. He holds a master's degree in Professional Accountancy from Indiana University and completed Harvard's Leadership Programme. Palko will focus on private and registered fund assurance services. The appointment strengthens Cohen & Co's Asset Management Group, which serves funds and asset managers globally. The firm is the third-largest auditor of registered funds in the US and fifth-largest auditor of public and private fund assets worldwide, auditing over 2,700 funds. Founded in 1977, Cohen & Co has more than 800 professionals across 15 US offices.

Yahoo Finance
Mar 6th, 2026
Cohen & Company reports 246% revenue surge as Capital Markets unit soars 370%

Cohen & Company Inc. reported 246% total revenue growth in Q4 2025, driven primarily by Cohen & Company Capital Markets, which saw revenue surge 370% year-over-year and now accounts for 67% of company revenue. The firm maintained its number one ranking in SPAC IPO underwritings and led in de-SPAC advisory transactions. The company achieved $2,300,000 revenue per employee with 126 staff members and successfully closed its Columbus Circle Capital Corp I SPAC, generating $33 million in principal transactions revenue. For 2026, management expects Q1 revenue to substantially exceed prior-year levels. Strategic priorities include reducing SPAC dependency by expanding into traditional M&A mandates and scaling its fixed income trading business to $60-65 million. The firm plans to add eight fixed income staff and five investment banking employees, including three to five new managing directors.

The Youngstown Publishing Company
Mar 6th, 2025
Cohen & Co. Acquiring Accounting, Consulting Firm Tassi and Co.

Cohen & Co. acquiring accounting, consulting firm Tassi and Co.

CPA Practice Advisor
Dec 13th, 2024
Cohen & Co. Acquires TWM CPA Firm

Cohen & Co., a top 50 accounting firm, has acquired Cleveland-based CPA firm Tax and Wealth Management (TWM) Inc. following private equity funding from Lovell Minnick Partners. The deal, expected to close in January 2025, will see all 15 TWM professionals, including founder Brian Gothot, join Cohen & Co. This acquisition, Cohen & Co.'s third in 18 months, aims to enhance their private client services for family offices and high-net-worth individuals. Financial terms were not disclosed.

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